Shah Wealth Advisors LLC Invests $555,000 in PepsiCo, Inc. $PEP

Shah Wealth Advisors LLC acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 4,096 shares of the company’s stock, valued at approximately $555,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Swiss Life Asset Management Ltd raised its position in shares of PepsiCo by 11.4% during the fourth quarter. Swiss Life Asset Management Ltd now owns 415,271 shares of the company’s stock worth $59,600,000 after acquiring an additional 42,335 shares during the last quarter. National Pension Service increased its position in PepsiCo by 2.5% during the 4th quarter. National Pension Service now owns 3,143,939 shares of the company’s stock valued at $451,218,000 after purchasing an additional 77,051 shares during the period. Allstate Corp lifted its position in shares of PepsiCo by 108.1% in the 4th quarter. Allstate Corp now owns 104,723 shares of the company’s stock worth $15,030,000 after purchasing an additional 54,405 shares during the period. First Nebraska Trust Co bought a new position in PepsiCo during the first quarter worth $10,782,000. Finally, Knights of Columbus Asset Advisors LLC raised its position in shares of PepsiCo by 90.0% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 94,652 shares of the company’s stock worth $13,584,000 after acquiring an additional 44,824 shares in the last quarter. Institutional investors own 73.07% of the company’s stock.

PepsiCo Trading Down 1.7%

PEP opened at $137.63 on Friday. The firm has a market capitalization of $187.85 billion, a PE ratio of 18.04, a P/E/G ratio of 2.95 and a beta of 0.35. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. PepsiCo, Inc. has a fifty-two week low of $133.73 and a fifty-two week high of $171.48. The company’s 50-day moving average is $139.70 and its 200 day moving average is $148.55.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings data on Thursday, July 9th. The company reported $2.20 EPS for the quarter, topping the consensus estimate of $2.19 by $0.01. The firm had revenue of $24.18 billion during the quarter, compared to the consensus estimate of $23.95 billion. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.92 earnings per share. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, research analysts predict that PepsiCo, Inc. will post 8.57 earnings per share for the current fiscal year.

PepsiCo Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be issued a dividend of $1.48 per share. This represents a $5.92 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s payout ratio is currently 77.59%.

Analyst Ratings Changes

Several brokerages have recently commented on PEP. Jefferies Financial Group reduced their price objective on shares of PepsiCo from $162.00 to $152.00 and set a “hold” rating for the company in a research report on Friday, July 10th. Weiss Ratings restated a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Barclays upped their price objective on shares of PepsiCo from $138.00 to $142.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. Rothschild & Co Redburn increased their price objective on shares of PepsiCo from $130.00 to $132.00 in a research report on Monday, May 11th. Finally, Bank of America dropped their price target on PepsiCo from $173.00 to $164.00 and set a “neutral” rating on the stock in a research note on Thursday, June 25th. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, PepsiCo has a consensus rating of “Hold” and an average price target of $157.90.

Insider Activity

In other news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $139.54, for a total value of $404,666.00. Following the completion of the sale, the executive vice president owned 74,825 shares in the company, valued at $10,441,080.50. This represents a 3.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.12% of the stock is currently owned by insiders.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo plans to build a Frito-Lay distribution warehouse near California’s Sonoma County airport. The facility could expand regional distribution capacity and support future sales growth. PepsiCo plans Frito-Lay distribution warehouse near Sonoma County airport
• Positive Sentiment: Publicis Groupe won PepsiCo’s global media account from Omnicom. The change may help PepsiCo modernize marketing, improve digital capabilities and respond more effectively to changing consumer preferences. PepsiCo hands global media to Publicis amid transformation at CPG giant
• Positive Sentiment: Analysts and financial commentators see potential for a longer-term recovery, citing international momentum, a large buyback program and a portfolio overhaul. The thesis is more relevant to future valuation than to near-term earnings. Prediction: Pepsi Stock Could Surprise Wall Street in 2027
• Neutral Sentiment: PepsiCo’s dividend remains a major attraction for income investors, although reaching $25,000 in annual dividends would require a substantial investment and many shares. How many shares of PepsiCo are needed for $25,000 in yearly dividends
• Neutral Sentiment: Recent coverage compares PepsiCo with Coca-Cola as defensive consumer-staples investments. The comparison highlights PEP’s dividend history and business resilience but does not provide a clear new catalyst. PepsiCo versus Coca-Cola
• Negative Sentiment: Reports point to damage at a Ukrainian production facility and softer North American demand, raising concerns about near-term sales, costs and execution. PepsiCo faces Ukraine damage and soft demand
• Negative Sentiment: PepsiCo is emphasizing fresh-food innovation as consumers move away from processed snacks, signaling a need for investment and potential portfolio-transition risk. The global media-account switch may also create near-term execution costs. PepsiCo puts fresh foods in focus

PepsiCo Company Profile

PepsiCo, Inc (NASDAQ: PEP) is a multinational food and beverage company headquartered in Purchase, New York. The company develops, manufactures, markets and sells a broad portfolio of branded food and beverage products, including carbonated and noncarbonated soft drinks, bottled water, sports drinks, juices, ready-to-drink teas and coffees, salty snacks, cereals, and other convenient foods. Its leading consumer brands include Pepsi, Mountain Dew, Gatorade, Tropicana, Quaker, Lay’s, Doritos and Cheetos, among others.

Formed through the 1965 merger of Pepsi-Cola and Frito-Lay, PepsiCo has grown into a global business with integrated manufacturing, distribution and marketing operations.